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Here we are folks. The third quarter has come to a close, the weather has fluctuated from very cold, back to very hot in the span of a week. Leaves have fallen off of the tree, but I still see people laying out here in Northeast Ohio. Time is moving fast and we must keep up with adding value and productivity to our lives. September marks a very exciting quarter end for us dividend investors and I’m excited to share the results!

Taxes. Oh taxes how I loathe you. Last year in 2016 for 2015’s tax year, you got the best of me and received a nice check at the last day possible. After that moment in Mid-April of 2016, I did not want to go down that path again. I therefore, did y researched, spent time soul-searching for days, weeks and months to come to a plan. Finally, I will say this – I believe this year I kicked Uncle Sam’s ass, and I will show you how!

With income summaries out the door, it is time to check up on my progress towards knocking out my 2017 goals. Each quarter, I like to review my progress to determine if I need to change any habits or re-allocate resources to another area before it is too late. Reviewing my March dividend income figures has me very excited to perform this review and see how I am progressing along. So let’s dive on in and perform my Q1 2017 goals review!

I was a little shocked, but I was able to find a quote that aligns perfectly with the message of this article. This morning, I felt motivated to write this article because it finally hit me. If you are unhappy with the status quo of your financial situation or are on the fence about trying a new personal finance strategy, why not take risks and go for gold?

I keep a copy in PDF of my portfolio every quarter, and have a deeper dive at 12/31, but this also provides a blog’d example of where I stand, so I can always refer back on the site the historical position of my portfolio. As we have done in the prior year, this post will be a review and re-cap overall of my portfolio, the contributions, dividend going forward, dividend received, what I can analyze from the current position, etc.. It’s always fun to see what the year compiled into one snapshot of all of the hard work that goes into it. I am excited to see where it stands and what can be done going into this new year! Let’s dive on in. Continue reading →

BOOM! 2016 is officially closed, the I’s have been dotted and the T’s are now crossed. There has been a lot of progress, set backs and steps taken forward in order to achieve goals, have a balanced life and new experiences. I set lofty goals back in December of 2015 for my 2016 year and with the year turning a page to 2017, this means it is now time to reflect on achieving or not hitting the goals established for the year. Let’s see how I was able to perform.

Now that we are entering December, it has been four full months at least since I have begun my maximization for tax-efficient investment vehicles. I have now been able to experience what it feels like to see my earned-cash be invested in the stock market on a bi-monthly basis, knowing where my end goal is. This article dawned on me when I updated my portfolio’s cost basis, share ownership and forward dividend income as I push through the last month. So what does it feel like and what have I learned from maximizing these investment accounts? Let’s find out!